Your Money. Well Rooted.

Mortgage, Insurance, and Financial Advisors serving you with wisdom and love.

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Your Money. Well Rooted.

Mortgage, Insurance, and Financial Advisors serving you with wisdom and love.

Schedule An Appointment

Meet In Comfort

Come to our relaxed office, talk over the phone, or connect via video to discuss your needs.

Receive Wise Advice

Hear a personal solution from a licensed professional that can be executed together.

Choose Stewardship

Allow us to genuinely put your needs first as we love you through a financial service.

Experience Peace

Live a life where your personal finances enhance life for you and your loved ones.

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Discover Why Stewardship Is Different

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Discover Why Stewardship Is Different

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Our Core Services

Mortgages

Clear and transparent guidance for big decisions

Insurance

Protection on your assets from the unexpected

Financial Planning

Partnered planning to protect your income and legacy

Investment Management

Building wealth for a prosperous financial future

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Grant Botma, Founder of Stewardship Insurance, is a Dave Ramsey Endorsed Local Provider (ELP) and Jeremy Sharp, Co-Founder of Stewardship Financial, is a SmartVestor Pro.

Dave Ramsey Endorsed Local Provider (ELP) and SmartVestor

We will meet with you on your terms. In our comfortable office, over the phone, or in a video web meeting. The meetings are always free.

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Your Team of Advisors

Call | Text | Fax @ 602-384-2604
home@moneywellrooted.com
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Most people have uncertainty in their finances.
At Stewardship, you have Wise Advisors who care about you.
Work with Stewardship and experience peace in your finances.

Medi-Share is a healthcare sharing ministry for those who believe there is a Biblical and affordable way to manage your healthcare. As an alternative to health insurance, Medi-Share organizes a way for its members to share their money for each other’s eligible medical...

Dave Ramsey’s Seven Baby Steps: Step Seven

When I was in junior high, my parents divorced. Shortly after, my father was incarcerated. As a result, my mother—without a degree or marketable job skills—was forced to provide for seven children on a very limited income. Times were extremely tough. How did she make...

Dave Ramsey’s Seven Baby Steps: Step Six

Once you have successfully started saving 15% for retirement and have begun saving for your kid’s college education, you are in the home stretch of completing the baby steps. Baby Step 6 is paying off your home early. The benefits of having a home paid off in pre and...

Dave Ramsey’s Seven Baby Steps: Step Five

By this time, you should have completed Baby Steps 1 through 4 in Dave Ramsey’s Baby Steps: Save $1000 for emergencies Pay off non-mortgage debt using the Debt Snowball Save 3-6 months of expenses for emergencies Invest 15% of your household income into Roth IRA’s and...

Dave Ramsey’s Seven Baby Steps: Step Four

Once you’ve completed Baby Step 3—saving three to six months of expenses for emergencies—you can dive into your next Baby Step! Your debt has been eliminated, your cash flow is positive and you have an emergency fund. You are free to save at least 15% to retirement...

Here are a few things Stewardship can help you with:

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